Advice for Advisors

“It’s sad, so sad… it’s a sad, sad situation. And it’s getting more and more absurd. Sorry seems to ...

My friend Beth recently won $1,000 on a scratch ticket. “How lucky are you?” I commented when she sh...

I was on a Zoom call last week, meeting someone for the first time. As we both got on camera, I coul...

I found myself sitting in front of my computer for far too long, trying to think of the right messag...

Recently I had the privilege of attending a business recognition trip to St. Thomas. It was a wonder...

My clients came in yesterday for a plan review meeting. We had a lot to cover and an hour to spend t...

Cognitive load is a real problem for most of us.

Think about how many things we expect our brain to...

I sat in front of the Zoom camera, ready to hit record. I needed to create a two minute video for my...

I met with one of my colleagues last week. The first thing he said when we sat down was that he was ...

It was 6:30am on Thursday morning when I finally felt ready for my presentation. I had woken up extr...

I got an email early on a Friday morning from a former client. It had been four years since Ray* and...